Josh CFA

Assistant Vice President at Breckinridge Capital Advisors - Boston, MA, US

Josh CFA's Colleagues at Breckinridge Capital Advisors
Valerie Hanson

supervisor, trade operations and settlements

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Jordana Sabga

Marketing Coordinator Co - op

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Luke Martiros

Corporate Research Summer Analyst

Contact Luke Martiros

Abi (she/her/hers)

Senior Research Analyst - Corporate Research

Contact Abi (she/her/hers)

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Josh CFA's Contact Details
HQ
617-443-0779
Location
Company
Breckinridge Capital Advisors
Josh CFA's Company Details

Breckinridge Capital Advisors

Boston, MA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.What Sets Us Apart:Independent Asset ManagerIntegrated Fundamental & ESG ResearchA Decade of SustainabilityStrong belief in customized separate accountsContinuous emphasis on innovationWorking through a network of investment consultants and advisors, we serve a wide variety of clients ranging from high net worth individuals to large institutions. Breckinridge's assets under management totaled more than $46 billion as of December 31, 2021.Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest.Disclosures: https://www.breckinridge.com/social-media-disclosures/

Investment Grade Fixed Income Municipal Strategies Government Credit Strategies Sustainable (ESG) Strategies Customized Separate Accounts Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Breckinridge Capital Advisors
Frequently Asked Questions about Josh CFA
Josh CFA currently works for Breckinridge Capital Advisors.
Josh CFA's role at Breckinridge Capital Advisors is Assistant Vice President.
Josh CFA's email address is ***@breckinridge.com. To view Josh CFA's full email address, please signup to ConnectPlex.
Josh CFA works in the Investment Management industry.
Josh CFA's colleagues at Breckinridge Capital Advisors are Valerie Hanson, Miguel Santana, Maggie Fitzpatrick, Jordana Sabga, Luke Martiros, Matt Mitchell, Abi (she/her/hers) and others.
Josh CFA's phone number is 617-443-0779
See more information about Josh CFA